Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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MAUNIL CHOKSHI

Mississauga

Summary

Experienced in the banking industry with a keen eye for detail and a strong ethical code. Committed to optimal security measures, customer satisfaction, and surpassing ambitious sales targets. Comprehensive understanding of industry regulations and expertise in asset protection strategies. Well-equipped to navigate the dynamic landscape of the banking sector.

Overview

5
5
years of professional experience

Work History

Product Analyst

TD Bank
04.2024 - 05.2024
  • Manage and prioritize daily queue of broker requests, assessing eligibility and determining approval or decline within TD's guidelines
  • Strategized competitive mystery shops through outbound calls, gathering mortgage rate data, and consolidating findings for analysis
  • Identify and escalate trends or issues to the team lead for tracking and reporting purposes, demonstrating keen attention to detail and problem-solving skills
  • Maintain up-to-date knowledge of regulatory requirements, competitive landscape, and industry trends to inform decision-making and support the implementation of innovative solutions
  • Collaborate with cross-functional teams and external partners to resolve issues, build relationships, and contribute to a positive work environment
  • Leveraged MS Excel to streamline data organization and analysis, ensuring accurate tracking and reporting of broker requests and trends, contributing to process improvements.

Customer Service Officer

SVC Co-operative Bank Ltd
03.2022 - 08.2023
  • Processed numerous operational banking transactions such as cash allotment, fund transfer, and bank reconciliation, also developed an application Process, analyzing 50+ customer requests daily
  • Maintained HNI accounts, customized portfolios, and assessed clients' needs based on risk tolerance, and financial goals ensuring 20% client allocation to alternative asset classes
  • Processed 200+ transactions involving payments and withdrawals by customers, facilitated financial stability and control of financial operations
  • Verified and reviewed income statements, balance sheets, and cash flow statements of
  • LLC in the retail sector; and maintained records in the system for bi-annual audit

Auto-Loan Officer (Sr. executive)

I-process Services India Pvt
07.2019 - 02.2022
  • Forged 10+ dealer relationships to facilitate improved auto and recreational Sourced auto loan business for ICICI Bank through dealership channel
  • Drafted proposals, and contracts and were negotiated in the first instance
  • Executed field verification tasks as marketing officer for 4 decided territories, building relationships with 20+ dealers in one week
  • Conducted financial risk analysis, and tracked prime yields on a portfolio of 10+ securities; recommended procedures to raise funds from debt financing for the growth of business operations

Education

Master's - Business Administration

SheridanCollege
Mississauga, ON

MBA - entrepreneurship and finance

Gujarat Technological University

Bachelor of Commerce - Accounting & Finance

The Maharaja Sayajirao University of Baroda

Skills

  • TECHNICAL SKILLS
  • Date Entry, Financial modeling, Risk assessment, credit scoring, Product analysis
  • Banking Software, Fraud detection system, Microsoft advanced Excel, Online banking
  • Platforms, financial reporting systems, accounting
  • RELEVANT COURSEWORK
  • Accounting Foundations
  • Corporate Finance Foundations
  • Corporate Financial Statement Analysis
  • Excel: Advanced formulas & functions
  • SQL
  • Powe BI
  • Macros & VBA
  • Competitive analysis
  • Technical documentation
  • Conversion rate optimization

Accomplishments

  • Conducted independent research on "Four Legs" NGO for animal welfare, focused on thegrowth of the NGO and how it can overcome financial challenges in the long run.

Timeline

Product Analyst

TD Bank
04.2024 - 05.2024

Customer Service Officer

SVC Co-operative Bank Ltd
03.2022 - 08.2023

Auto-Loan Officer (Sr. executive)

I-process Services India Pvt
07.2019 - 02.2022

MBA - entrepreneurship and finance

Gujarat Technological University

Bachelor of Commerce - Accounting & Finance

The Maharaja Sayajirao University of Baroda

Master's - Business Administration

SheridanCollege

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